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August 2009



Thoughts on some bank preferreds

August 16, 2009 – Comments (0)

I'm a subscriber to Morningstar's Dividend Investor newsletter. Josh Peters, the editor, has been saying that equity returns are likely to be quite low from here on out, so investments that pay a high yield up front, even if it doesn't grow much above inflation, are good deals. He's also said that if you can get a 9-10% yield upfront from a preferred stock or bond, that may well outpace inflation over the next few years and offer higher returns than equities.   [more]



To what extent is there a bubble in US equities?

August 08, 2009 – Comments (0)

Simon Maierhoffer of Yahoo Finance has an article arguing that there are bubbles in China and emerging markets, inflation protected bonds, commodities ... and US equities.   [more]



Comments on IMS Health

August 03, 2009 – Comments (1) | RELATED TICKERS: RX.DL2

In my earlier post, I remarked about stocks I favored. I am generally looking for stocks with wide economic moats. While I think that established blue chips with low debt will do the best in this environment, I'm also considering mid caps with economic moats and strong growth prospects - smaller caps tend to lead on the way out of recessions, but I also don't want to pick low quality stocks with high debt. One stock I forgot to mention is IMS Health (RX).  [more]



Free fall has ended, but that doesn't mean a quick recovery

August 02, 2009 – Comments (0)

After the latest round of economic data and corporate earnings, I think most analysts agree that the US economy isn't in free fall any longer. The Congressional Budget Office seems to think that a recovery (positive GDP growth) should begin in the last quarter of 2009.  [more]

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